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- Custodian
- Altruist · Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Foundation alphaVital vertex +more
- Established Date
- 05-16-2017
- Office Locations
- 5
Office Locations
About MRA Advisory Group
MRA Advisory Group is an independent, fiduciary RIA providing integrated personal and business planning and wealth management, including investment management, tax strategy and preparation, insurance and group health planning, 401(k) advice, and estate and business succession planning. Serving individuals and business owners primarily across the U.S. and the Americas, the team emphasizes long-term, goals-based portfolio construction. Notable: flexible subscription-based advisory model and a multi-office footprint (NJ, FL, KY).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARCO LIMA
Chief Compliance Officer, Director, Managing Member
- CRD
- #4679582
- Ownership
- 75% or more
ADAM CHARLES ANDERSON
Director
- CRD
- #4961120
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DALTON LEE CHANDLER II
Director
- CRD
- #1859086
ALISON C COGAN
Director
- CRD
- #6395327
Fusion quantum
Fusion ridge
- CRD
- #64592
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $347,654,812 | $198,207 |
| Non-Discretionary | $13,618,305 | $56,980 |
| Total | $361,273,117 | $181,271 |
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Separately Managed Accounts
Total SMA Asset: $361,273,117
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,444,963,985 | 25.1% |
| Equity - Exchange | $1,053,499,638 | 18.3% |
| Cash | $656,278,463 | 11.4% |
| Other | $1,111,067,924 | 19.3% |
| Corporate - Investment Grade | $1,491,018,614 | 25.9% |
| Total | $5,756,828,624 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR WAVE BEACON | VECTOR TIMBER | SXUEJRDY6 | QXRI | 6.27% | $88,853,092 |
| LEGACY BRIDGE | MATRIX ATLAS | 36FQEYKZH | APQ | 6.89% | $55,873,132 |
| ZENITH EMBER FOUNDATION | PRIME CAPITAL | Z1OO6FHPJ | XVIEE | 8.86% | $3,112,040 |
| GLACIER CREST | ALPHA MERIDIAN | I0BKTQDD0 | LQSZ | 12.43% | $16,514,832 |
| MOMENTUM ZENITH | PEAK CREST | ZF63L32P6 | MOG | 10.94% | $119,396,695 |
| HARBOR VITAL CATALYST | EAGLE GLACIER | N5JU2OUB4 | TAUY | 2.43% | $73,397,656 |
| MOMENTUM VALUE | FUSION ELEMENT | 2C1VZ8L3C | OFYK | 11.14% | $111,037,938 |
| MATRIX MERIDIAN MATRIX | GLACIER PATHWAY | ORYUA61Q2 | MUXFM | 8.91% | $88,311,086 |